Business Insights & Planning Analyst III

Job Summary:

The Business Insights & Planning Analyst III is responsible for the mergers & acquisition workstream, business planning, and work product development for the Business Development team.

Ideal skills we are looking for:

• Needs graphic development/presentation skills
• PowerPoint Super User
• SharePoint Design, Development & Workflows
• SharePoint Super User
• Analyze data trends to identify opportunities for continuous improvement
• Define and track transformation metrics (maturity, flow, predictability, business outcomes)

Essential Functions:

• Coordinate the execution of diligence planning items and activities among various teams
• Manage the due diligence workstream: data request lists, data room management, and data exchange
• Support internal transaction review and analysis
• Support acquisition planning activities and deliverables
• Coordinate meeting facilitation among the deal, functional, legal, outside advisory teams, and internal senior leadership
• Document and communicate the status, risks, issues, and interdependencies and among various teams
• Develop meeting, presentation, and executive reporting materials
• Create and manage marketing materials for Business Development
• Assist with the continuous improvement of project management and service delivery best practices and tools
• Collaborate with other functional areas and subject matter experts to collect information
• Coordinate integration handoffs with Enterprise Project Management Office
• Support various growth activities including business planning, business development work product development, and presentation development for executive leadership and board level communications
• Perform any other job duties as requested

Education and Experience:

• Bachelor’s degree in related field or equivalent years of relevant work experience is required
• Minimum of five (5) years of experience in health care insurance operations, including deep expertise in mergers & acquisitions is required
• Experience with systemic innovation and improvement and large projects is required

Competencies, Knowledge and Skills:

• Solid planning, strategy and influencing skillset
• Strong organization skills
• Flexibility in leading innovation and organizational change
• Strong collaboration and relationship building skills
• Excellent critical listening and systematic thinking skills
• Effective decision making/problem solving skills
• Proven ability to effectively interact at all organizational levels
• Excellent written and verbal communication skills
• Demonstrated excellence in analysis and collaboration skills
• Hands on proficiency in Microsoft Office tools, skilled in PowerPoint
• Business acumen and politically astute ability to act with diplomacy and sensitivity to cultural diversity
• Ability to work independently and within a team environment
• Leadership experience and skills
• Energetic, enthusiastic self-starter, time management skills
• Customer service oriented

Licensure and Certification:

• None

Working Conditions:

• General office environment; may be required to sit or stand for extended periods of time

Compensation Range:

CareSource takes into consideration a combination of a candidate’s education, training, and experience as well as the position’s scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee’s total well-being and offer a substantial and comprehensive total rewards package.

Compensation Type (hourly/salary):

Organization Level Competencies

• Fostering a Collaborative Workplace Culture

• Cultivate Partnerships

• Develop Self and Others

• Drive Execution

• Influence Others

• Pursue Personal Excellence

• Understand the Business

This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds.